Oregon Legal Center: Available Plans

Estate Plans Offered by Oregon Legal Center

Living Trust Plan for Estates Over $2,000,000
Individuals or couples with estates over $2,000,000 need to consider the impact of Oregon Inheritance and Federal Estate Tax.

The Plan includes a either an Individual Trust, or if married, Separate Living Trusts, and a Pour-Over-Will, Durable Powers of Attorney, Advance Directives for Health Care, and Certificate of Trust.

The main benefit in selecting this plan over a Will Plan is that there will be no Probate and Oregon Inheritance and Federal Estate Taxes will be minimized.

After the trust is set up, it will be necessary transfer assets into the trust. This process is called funding the Trust. We will prepare deeds to transfer your real estate into the trust. We will prepare letters to transfer your other property into the trust. It is important for us to meet with you about 4 months after the trust is set up to make sure the funding has taken place.

The cost...

Living Trust Plan Documents                      $2695
Trust Funding (up to 8 transfers)                  395
4-Month Follow Up Conference                     195
Oregon Real Property Deed (1 Deed)              150
Total                                                                 $3435

Each additional asset transfer is $50 and each additional Oregon Real Property Deed is $150. Individuals or couples with more complex situations such as blended families or beneficiaries who need lifetime trusts may also need Advanced Planning

For more information contact Oregon Legal Center at
(503) 635-6235 or toll free at (866) 635-6235
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